TaxCycle includes fields that allow you to easily insert the client’s preferred name in templates to assist with situations when the CRA doesn’t have a first name on record.
This release adds the 2024 T1/TP1 module with forms in preview mode, rates and calculations for 2024 personal tax returns. It also updates the T5013 module for 2024.
The anchor() function is used to place an electronic signature request within a template. It is used in conjunction with the Signature ID template property.
On June 20, 2022, we deployed an update to www.taxfolder.com. This update adds an event history to TaxFolder, a new feature to display a log of all events in the system.
If you customized the built-in templates at all (or created your own), you will need to replace the anchors for the signature and date signed with the new functions.
